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Disclosery

13F-HR filed by MPS Loria Financial Planners, LLC

MPS Loria Financial Planners, LLC filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-14 19:44:07 UTC, with 87 holding rows worth $527,075,231.

Accession
0001172661-26-004527
Filer
CIK 1716180
Filed
2026-10-14
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, 93 entries on the cover page, a total value of $527,075,231 stated on the cover page (in dollars after the unit check, H1), rows summing to $527,075,231 with VALUE read as dollars as filed, 13F file number 028-18147. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES RUSSELL 1000 ETF464287622ETF351,528$146,281,456dollars as filed
Apple Inc037833100COM272,901$90,881,420dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS796,184$77,134,307dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS646,450$52,465,926dollars as filed
Vanguard Small-Cap ETF922908751SHS161,923$46,065,406dollars as filed
ISHARES TR464288521CRE U S REIT ETF279,719$17,225,091dollars as filed
Schwab US TIPS ETF808524870SHS337,886$8,491,077dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF15,952$6,885,833dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS56,841$5,373,722dollars as filed
ISHARES TR464287465MSCI EAFE ETF41,630$4,324,907dollars as filed
AbbVie,Inc.00287Y109COM16,160$4,227,265dollars as filed
NVIDIA Corp67066G104COM15,375$3,511,684dollars as filed
Microsoft Corp594918104COM6,763$3,468,828dollars as filed
SPY78462F103SHS4,462$3,403,163dollars as filed
Progressive Corporation743315103COM14,077$2,918,303dollars as filed
UnitedHealth Group Inc91324P102COM7,664$2,813,140dollars as filed
Chevron Corporation166764100COM12,790$2,611,754dollars as filed
MCKESSON CORP COM58155Q103Stock2,841$2,425,673dollars as filed
Berkshire Hathaway Inc084670702COM4,500$2,240,775dollars as filed
Amazon.com, Inc023135106COM8,541$2,127,991dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,858$1,996,007dollars as filed
INVESCO QQQ TR46090E103COM2,589$1,915,148dollars as filed
Johnson & Johnson478160104COM6,526$1,727,686dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,824$1,659,774dollars as filed
VANECK ETF TRUST92189F676COM2,612$1,590,469dollars as filed
Abbott Laboratories002824100COM16,034$1,584,674dollars as filed
ISHARES TR464289867CORE 60 BALA ETF21,191$1,452,003dollars as filed
SPDR S&P Dividend ETF78464A763SHS9,017$1,320,861dollars as filed
iShares Core Aggressive Allocation ETF464289859SHS12,449$1,210,917dollars as filed
Danaher Corporation235851102COM5,243$1,161,587dollars as filed
VGT92204A702SHS8,897$1,118,035dollars as filed
Cisco Systems,Inc.17275R102COM8,405$904,594dollars as filed
Vanguard S&P 500 ETF922908363COM1,288$902,494dollars as filed
Eli Lilly and Company532457108COM722$835,113dollars as filed
General Electric Company369604301COM2,484$775,869dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM383$768,486dollars as filed
SPDR INDEX SHS FDS78463X749ST DOW GLOBA ETF16,142$749,010dollars as filed
FIRST BUSEY CORP319383204COM NEW25,018$728,785dollars as filed
Broadcom Inc.11135F101COM1,892$664,514dollars as filed
SHERWIN WILLIAMS CO824348106COM1,972$637,490dollars as filed
Home Depot, Inc437076102COM2,229$634,080dollars as filed
Caterpillar Inc.149123101COM777$630,127dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,650$618,377dollars as filed
GE Vernova Inc.36828A101COM642$610,255dollars as filed
McDonalds Corporation580135101COM2,568$593,059dollars as filed
ISHARES TR464289875CORE 40 MODE ETF11,989$584,356dollars as filed
Walt Disney Co254687106COM5,550$582,151dollars as filed
META PLATFORMS INC CL A30303M102COM740$536,862dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock4,954$499,295dollars as filed
BROWN FORMAN CORP CL B115637209Stock18,590$487,065dollars as filed
Walmart Inc.931142103COM4,599$477,882dollars as filed
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS874060205ADR25,704$467,549dollars as filed
Tesla Motors, Inc88160R101COM1,311$465,156dollars as filed
ISHARES TR464287523COM806$458,559dollars as filed
Procter & Gamble Co742718109COM3,062$444,836dollars as filed
Verizon Communications Inc92343V104COM9,477$434,705dollars as filed
LOEWS CORP COM540424108Stock4,019$419,705dollars as filed
JPMorgan Chase & Co46625H100COM1,268$419,388dollars as filed
Visa Inc92826C839COM1,156$415,362dollars as filed
Netflix, Inc64110L106COM5,910$411,218dollars as filed
International Business Machines Corporation459200101COM1,862$409,522dollars as filed
NextEra Energy,Inc.65339F101COM5,375$407,079dollars as filed
HUBBELL INC COM443510607Stock880$399,127dollars as filed
Philip Morris International Inc.718172109COM2,080$396,902dollars as filed
Waste Management, Inc.94106L109COM1,822$371,479dollars as filed
Vanguard Growth922908736COM4,106$370,002dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y3,986$369,719dollars as filed
Vanguard Value ETF922908744SHS1,664$359,458dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR2,967$322,914dollars as filed
Coca-Cola Company191216100COM3,708$319,250dollars as filed
ALPS ETF TR00162Q452ALERIAN MLP6,152$319,085dollars as filed
Advanced Micro Devices,Inc.007903107COM509$311,386dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock933$309,622dollars as filed
Oracle Corporation68389X105COM2,214$303,916dollars as filed
Morgan Stanley617446448COM1,535$288,650dollars as filed
Mondelez International,Inc. Class A609207105COM4,983$288,440dollars as filed
AON PLC SHS CL AG0403H108Stock1,030$285,074dollars as filed
Merck & Co.,Inc.58933Y105COM1,956$284,268dollars as filed
AT&T Inc00206R102COM11,273$275,072dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS568$259,116dollars as filed
VTI922908769COM686$256,576dollars as filed
IShares Bitcoin Trust Registered46438F101SHS5,241$248,109dollars as filed
Greenland Energy Co Shs70580B106Common Stock48,104$246,774dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock969$246,080dollars as filed
EXELON CORP COM30161N101Stock6,040$244,008dollars as filed
VWO922042858SHS3,581$212,365dollars as filed
Southern Company842587107COM2,413$200,014dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-004527this filing2026-10-14